Customer Relationship Management Tools
Every business thrives to support its customers who are the life blood of the organisation. Maintaining their expectations, managing their requirements and also targeting their sales force are vital to business success.
Westgate specialises in implementing customised CRM strategies to help you target sales and workforce. Channelling your sales team effort, managing customer orders and details, running co-ordinated campaigns, as well as managing feedback and support can all be managed and co-ordinated by the solutions we implement. Before we embark on providing you a customised solution, we capture and understand your business strategies and the organisation workflow. Based on the understanding we provide optimal solutions and manage the introduction of the solution in a phased manner.
Case study
Our client in the finance industry deals with targeted sales of Mutual funds/OIECS on behalf of the fund manager. The present strategy was unable to cope with the number of sales and workforce and the scheduling of target workforce. We studied their business methods and the structure of the work force and provided them with a customised solution to: - Target customers based on their choice/ nature of funds
- Regionalisation of the workforce who used the CRM as a logging/reporting tool
- Campaign management for new funds
- Reporting at region and state level
- Management of orders and feedback
- Issue tracking and monitoring
The client made a 40% increase in sales and a 15% savings in campaign cost due to reduction in time lost to manage.